Leads, pipeline, conversations and dashboards in one workspace — with QuipAI reading all of it and telling your team what to do next, inside the screens they already use.
Illustrative sales pipeline board across five stages, with deal value, AI score, weighted forecast and monthly closed revenue.
The foundation. One accountable record per opportunity, a visual pipeline, and reporting at every altitude — rep, team and board.
Engage on the channels your buyers already use, and turn inbound demand into governed lead records. Every reply lands back on the lead.
The reason to switch. Most CRMs store what happened — QuipAI reads it. Scoring, risk detection, coaching and forecasting run on your own pipeline, and every output carries the reasoning behind it.
Repeatable execution for teams that have moved past manual lead handling — sequences, territories, quotas, proposals and on-ground field work.
Each rep keeps their own version of the pipeline. When someone is on leave or moves on, the history of the deal goes with them.
One record per opportunity, with every call, email, WhatsApp message and meeting on its timeline.
A lead that asked for a callback on Friday is forgotten by Monday, and nobody notices until the buyer has signed elsewhere.
Overdue, stale and no-response leads surface on their own, and rules create the next task.
The pipeline total looks healthy, but nobody can say which deals are moving and which went quiet weeks ago.
Weighted pipeline, at-risk flags and QuipAI’s reasoning show what is real before the quarter closes.
The foundation. One accountable record per opportunity, a visual pipeline, and reporting at every altitude — rep, team and board.
One record per opportunity, with its whole history attached
The whole book of business on one board
Revenue, pipeline, conversion and overdue work in one view
Where the value sits and where it stalls
Follow-up discipline stops depending on memory
Operational and performance analysis in one place
The manager's operating view
The leadership scorecard, read-only by design
Engage on the channels your buyers already use, and turn inbound demand into governed lead records. Every reply lands back on the lead.
Every connector in one catalogue
Templates and lead-linked conversations
Outreach with tracking that closes the loop
Bookings that stay tied to the deal
Outbound with revenue attached to it
Inbound enquiries become governed leads
The reason to switch. Most CRMs store what happened — QuipAI reads it. Scoring, risk detection, coaching and forecasting run on your own pipeline, and every output carries the reasoning behind it.
Illustrative QuipAI screen — QuipAI overview: pipeline health score, weekly digest and top opportunities
Illustrative QuipAI screen — AI-ranked lead list ordered by score
Illustrative QuipAI screen — Pipeline process problems found by QuipAI with severity and deals affected
5 of 12 deals above ₹8L have one contact. Multi-thread before proposal.
Median first response 2.4h vs 1h benchmark. New leads cool before contact.
41% of weighted value sits in two accounts. Forecast is fragile.
Discounts above 12% in 6 of the last 9 wins. Pricing guidance drifting.
Illustrative QuipAI screen — Deals about to slip, with the reasons and the suggested next action
Illustrative QuipAI screen — Per-rep coaching view with grades and trends
Illustrative QuipAI screen — Won and lost deals analysed by reason
Demo within 5 days of first contact — 2.1× win rate
Two or more contacts on the deal before proposal
Pricing shared on the call, not by email
Illustrative QuipAI screen — Natural-language search across leads and deals
Illustrative QuipAI screen — A lead record with its AI score broken down by factor
Owner Asha Rao
Stage Negotiation
Value ₹24.0L
Last touch Call · yesterday
Illustrative QuipAI screen — A ticket with the QuipAI rail drafting a reply
Pipeline health scored, with the reasons behind it
Your whole book, ordered by what to do first
It finds the process problem, not just the deal
Flagged before they go quiet
Where each rep is actually losing deals
The patterns behind closed deals
Ask in plain English, get real filters
No separate tool to open
One click away on every screen
Repeatable execution for teams that have moved past manual lead handling — sequences, territories, quotas, proposals and on-ground field work.
Cadences that run without being remembered
Coverage you can see
Target versus actual, per rep, with the gap named
Scheduling with outcomes logged
Every quote and its state
Rules engine for the repetitive work
Manager visibility into on-ground work
The field rep's whole day on one screen
Administration without a support ticket
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Operational changes, not promised percentages. We size the impact with you against your own baseline.
Each role sees its own queue, its own actions and the same underlying record.
Own leads, log activity, move stages, send proposals, and get follow-up help from the assistant.
Configured to your process, brand, roles and integrations. The layer underneath is shared, so adding another product extends what you already run.
Sales CRM and Service CRM together make QuipCRM: the customer the sales team won and the requests the service team answers, on one platform.
Explore Service CRM Works with QuipAIScoring, risk detection, coaching and the role-aware assistant run on your own pipeline, with the reasoning shown.
Explore QuipAIEach phase is usable on its own. Configuration follows your process, not a fixed template.
Lead Management, roles, activity timeline, ownership, statuses and priorities — on production APIs and a real data model.
Pipeline and dashboards, follow-ups, bulk administration and baseline reporting. Consistent execution before automation.
Email, WhatsApp, meetings, website capture and campaigns — each activated once credentials, consent and support are agreed.
Sequences, territories, quotas, proposals, approval flows and field sales, sized to your process complexity.
QuipAI scoring, forecasting, recommendations and smart search, once data quality and governance are stable.
What you can see working in a demo today, and what is configured during production activation.
No. It is built for operational sales teams: account context, pipeline ownership, activity timelines, and forecasting — not campaign management as the primary use case (campaigns exist as a supporting module).
Yes. Pipelines, forms, ownership rules, stages, deal fields, and automations are configurable for each business unit.
Yes, when both QuipCRM Sales and Service CRM are deployed — one profile gives every permitted team the relevant context while role controls protect sensitive data.
Yes. Sales Force Automation (sequences, territories, quotas, proposals, automation) is sold and deployed standalone for teams with an existing CRM.
Yes. WhatsApp Business is a native channel — approved templates, lead-linked conversations, and delivery/read/reply analytics, not a bolted-on integration.
By default, leadership gets a read-only pipeline and executive scorecard. Edit rights are role-configurable if your process needs it.
Every score, risk flag and recommendation carries its reasoning — the factors behind a score, the filters behind a search result — so a rep can verify it rather than trust a black box.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.